SF
Summit Financial Portfolio holdings
AUM
$6.81B
1-Year Est. Return
20.75%
This Fund
S&P 500
1 Year Est. Return
+20.75%
AUM
$6.81B
AUM Growth
+$256M
(+3.9%)
Holding
1,336
Top Buys
| 1 | +$30M | |
| 2 | +$15.5M | |
| 3 | +$10.9M | |
| 4 |
Rocket Companies
RKT
|
+$10M |
| 5 |
Wells Fargo
WFC
|
+$8.86M |
Top Sells
| 1 | +$8.86M | |
| 2 | +$8.31M | |
| 3 | +$7.4M | |
| 4 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
+$6.41M |
| 5 |
Meta Platforms (Facebook)
META
|
+$4.91M |
Sector Composition
| 1 | Technology | 9.99% |
| 2 | Financials | 6.11% |
| 3 | Consumer Discretionary | 3.18% |
| 4 | Healthcare | 2.83% |
| 5 | Energy | 2.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1326
Synchrony
SYF
$22.2B
| – | – |
-14,576
|
|
||
1327
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.58B
| – | – |
-3,064
|
|
||
1328
Texas Pacific Land
TPL
$36.6B
| – | – |
-1,680
|
|
||
1329
VICI Properties
VICI
$30.4B
| – | – |
-7,911
|
|
||
1330
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.4B
| – | – |
-30,442
|
|
||
1331
Direxion Daily FTSE China Bull 3X ETF
YINN
$767M
| – | – |
-12,000
|
|
||
1332
Flutter Entertainment
FLUT
$19B
| – | – |
-1,277
|
|
||
|
ETHW
1333
Bitwise Ethereum ETF
ETHW
$241M
| – | – |
-8,157
|
|
||
1334
XTI Aerospace
XTIA
$93.5M
| – | – |
-11,008
|
|
||
|
ORIS
1335
Oriental Rise Holdings
ORIS
$1.21M
| – | – |
-692
|
|
||
|
FIG
1336
Figma
FIG
$13.6B
| – | – |
-8,185
|
|